Here we go.

We have some exciting news.
To support our clients’ ever-changing needs, Preferred Return has spun out of our parent company to build a modern, stand-alone, financial advisory firm.

Over the past 6 years, we’ve helped thousands of companies navigate the changing waters of valuation compliance. From those initial funding rounds to M&As and IPOs, we've ensured that our clients have met regulatory requirements and stood up to scrutiny, always. But as our clients have grown, so have their needs.

We believe the next generation of financial advisory firms will be built on technology while taking a people-first approach, and we want to lead that way. The entire Preferred Return team continues to be part of this new journey, and we’re beyond excited to serve our clients: past, current, and those to come.

To our clients and partners:

Thank you for placing your trust and loyalty with us these past few years. We can’t wait to explore this new chapter with you.


Here we go.